Episode

Macro Monday Ep113: Markets look through the energy shock

Podcast: Investec Focus Radio SA
Published: May 4, 2026
Duration seconds: 527
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Summary

Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up, while equity market analysts have been upgrading their earnings estimates. Investec Focus Radio SA